Investing in the Mission
The Single-Family Mission Index is a powerful tool created for mission-focused investors to help drive more intentional housing outcomes, and positively impact the communities in which we live.
Make Informed Investments with the Mission Index
The Mission Index provides insights into mission-oriented lending activities underlying our Single-Family mortgage-backed securities (MBS)—helping meet specific portfolio construction needs and informing investment strategy. Evolved from Fannie Mae’s Social Index, it includes many of the same criteria and:
Allows investors to identify MBS with high concentrations of loans that align with mission objectives.
Seeks to preserve the liquidity and efficiency of the UMBS TBA mortgage market for Fannie Mae and Freddie Mac issued securities.
Helps to protect borrower privacy by aggregating potentially sensitive data elements into summary metrics.
Mission Index Methodology
Get an overview of the methodology behind the Mission Index.
Find answers to frequently asked questions.
Disclosure and Privacy: A Delicate Balance
Read about our efforts to balance mortgage securities’ disclosure requirements and data privacy.
Legacy Mission Index V1 (Social Index) Resources
The resources below help showcase the evolution of the Mission Index from version 1 to where it stands today.
Review the initial Mission Index V1 (Social Index) methodology.
View Mission Index V1 (Social Index) scores for active and inactive MBS pools issued from January 2010 through October 2022.
Review historical loan pool performance.
*You can sign up for PoolTalk® credentials via the Login button. Report file is located in Data Files and Reports.